Buckingham Strategic Wealth’s Affirm AFRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $234K | Buy |
7,737
+46
| +0.6% | +$1.39K | ﹤0.01% | 664 |
|
2024
Q1 | $287K | Buy |
7,691
+328
| +4% | +$12.2K | ﹤0.01% | 602 |
|
2023
Q4 | $362K | Buy |
+7,363
| New | +$362K | ﹤0.01% | 519 |
|
2022
Q2 | – | Sell |
-5,995
| Closed | -$277K | – | 612 |
|
2022
Q1 | $277K | Buy |
5,995
+300
| +5% | +$13.9K | 0.01% | 489 |
|
2021
Q4 | $573K | Buy |
5,695
+792
| +16% | +$79.7K | 0.01% | 343 |
|
2021
Q3 | $584K | Sell |
4,903
-50
| -1% | -$5.96K | 0.01% | 328 |
|
2021
Q2 | $334K | Buy |
+4,953
| New | +$334K | 0.01% | 443 |
|